Dealing with the Self-Dealing Rules: How well do you know them?

Posted by National Association of Charitable Gift Planners on Feb 14, 2017 10:10:05 AM

The rules prohibiting self-dealing are contained in Internal Revenue Code Section 4941. They are broad and complex and, unfortunately, they are often counter-intuitive. Being able to recognize when a self-dealing issue may be present is an essential skill for all planned giving professionals. You can help your donors and your organization avoid tax penalties by studying up on disqualified people and prohibited transactions. Jeffrey Davine's presentation at NCPP 2016, “Dealing with the Self-Dealing Rules,” addressed this very issue

Find out how well you know the self-dealing rules.

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Topics: donors, General, NCPP, gift planning, Philanthrophy

Culture Quiz: The Importance of Storytelling

Posted by Barbara Yeager on Sep 29, 2016 1:55:38 PM

Another study has confirmed Russell James’s finding that people are more motivated to make legacy gifts by stories that feature living donors. The online survey completed by 2,518 US adults, found that those who had read stories about living – as opposed to deceased – legators expressed an even greater interest in leaving a legacy. The participants all reported significantly greater interest in making a bequest gift than making a donation within the next three months after they read vignettes of donors’ life stories and their planned charitable bequests.

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Topics: NCPP, Research, Charitable giving, Philanthrophy

PPP Summer Advocacy Campaign 2016

Posted by National Association of Charitable Gift Planners on Jul 7, 2016 10:00:00 AM

Since 2006 the IRA Charitable Rollover has allowed generous, older Americans to donate millions of dollars from their Individual Retirement Accounts directly to America’s charities – and the populations they serve – during a time when traditional charitable contributions were on the decline or remained flat.  The IRA Rollover has generated an enormous amount of new charitable giving to thousands of nonprofits that work every day to enrich lives and strengthen communities across the country.  Given the great success of the IRA Rollover, and the extent to which the charitable sector and donors alike have come to rely on this critical giving incentive, PPP was proud to lead the fight in Congress to make the IRA Rollover a permanent part of the tax code at the end of 2015.  And with this permanent, albeit limited, IRA Rollover firmly in place now is the time to push for an expanded provision.

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Topics: Advocacy, News, Charitable giving, Philanthrophy